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ORG Partners’s Vanguard Growth ETF VUG Stock Holding History

ORG Partners’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.5M Buy
55,200
+354
+0.6% +$28.7K 0.79% 23
2025
Q3 		$4.39M Buy
54,846
+14,040
+34% +$1.07M 0.8% 27
2025
Q2 		$2.96M Sell
40,806
-864
-2% -$56.9K 0.63% 31
2025
Q1 		$2.6M Sell
41,670
-16,218
-28% -$1.09M 0.64% 30
2024
Q4 		$3.96M Buy
57,888
+9,630
+20% +$647K 0.54% 45
2024
Q3 		$3.09M Buy
48,258
+5,760
+14% +$357K 0.49% 43
2024
Q2 		$2.67M Buy
+42,498
New +$2.48M 0.33% 59
2024
Q1 		– Sell
-12,198
Closed -$632K – 1113
2023
Q4 		$632K Buy
12,198
+9,078
+291% +$438K 0.11% 157
2023
Q3 		$142K Sell
3,120
-18,828
-86% -$889K 0.04% 343
2023
Q2 		$1.03M Buy
+21,948
New +$952K 0.17% 119

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

ORG Partners's VUG Position: Q4 2025 in Review

ORG Partners increased its Vanguard Growth ETF (VUG) stake by 0.65% in Q4 2025, buying an estimated $28.7K and bringing the position to 55,200 shares worth $4.5M. The position accounts for 0.79% of the portfolio, ranked #23.

ORG Partners first reported a position in VUG in Q2 2023 and has held it in 10 quarters since. 2,803 funds tracked by Wall St. Rank hold VUG as of Q4 2025.

  • ORG Partners held 55,200 shares of Vanguard Growth ETF worth $4.5M as of Q4 2025.
  • ORG Partners bought 354 Vanguard Growth ETF shares in Q4 2025, an estimated $28.7K.
  • Vanguard Growth ETF made up 0.79% of ORG Partners's portfolio in Q4 2025, its #23 holding.
  • ORG Partners first reported a position in Vanguard Growth ETF in Q2 2023 and has held it in 10 quarters since.
  • 2,803 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.